We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 98% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada’s Top Employers, we are dedicated to upholding our firm’s values through this phase of significant growth.
By bringing together smart, dedicated and supportive colleagues from diverse backgrounds, we deliver extraordinary client service in a values-driven work environment. The collaboration, creativity and entrepreneurial spirit we were founded on provides the opportunity for you to make a real impact and build a rewarding career. We are passionate about our business, our culture and investing deeply in your growth and development to build for the future. If you have this same drive, then let’s talk!
Reporting to the Chief Operating Officer, the Vice President, Client Operations is a strategic leader responsible for shaping and executing the firm’s client operations strategy across New Accounts, Client Services, and Client Reporting. This role drives operational excellence, scalability, and client service innovation, ensuring alignment with Nicola Wealth’s long-term growth objectives. The Vice President, Client Operations is a key contributor to enterprise-wide planning, change management, and cross-functional collaboration, with a mandate to elevate the client experience and operational effectiveness.
Core Responsibilities:- Provide strategic direction and senior leadership to Client Operations teams, aligning operational goals with organizational priorities and growth plans.
- Lead the development and implementation of operational policies, procedures, and best practices to drive accuracy, efficiency, and scalability.
- Partner with cross-functional senior leaders to advance continuous improvement, process redesign, and technology integration.
- Build and execute a client services growth strategy in collaboration with Private Wealth, anticipating future client needs and expanding service offerings.
- Develop team capabilities and structure to support national expansion and strategic growth.
- Oversee relationships with key custodians and vendors, ensuring adherence to service level agreements and enhancing service delivery.
- Monitor KPIs and quality assurance metrics to ensure superior client service and operational performance.
- Lead, mentor, and develop a high-performing team, fostering a culture of accountability, collaboration, and client-centricity.
- Champion change leadership, guiding teams through transformation initiatives, digital integration, and organizational design enhancements.
- Inspire a growth mindset and commitment to learning across the Client Operations function.
- Minimum 10 years of senior leadership experience in client operations, preferably within the financial industry and exposure to investments and insurance.
- Undergraduate degree required; financial industry designations are an asset.
- Demonstrated ability to build and scale teams, anticipate future client needs, and lead strategic initiatives.
- Experience integrating digital strategies and leading change management initiatives.
- Proven success in dynamic, entrepreneurial environments requiring superior prioritization and communication skills.
This position comes with a base salary range of $200,000 - $230,000 plus a competitive performance bonus, RRSP contribution and participation in our profit-sharing program. Base salary will be commensurate with experience, skills, and qualifications.
At Nicola Wealth, our people grow our business, delight our clients, and live our values every day. Our comprehensive compensation and benefits package reflects our appreciation for this commitment. Whether it’s participating in our profit sharing and benefit programs on day one, or the opportunity to participate in our share ownership program, our people are able to go beyond a conventional salary and bonus structure. To learn more about our complete package, visit: www.nicolawealth.com/total-rewards.
This role is a current vacancy within Nicola Wealth.
Please include both a cover letter and resume in support of your application. We are an inclusive, equal opportunity employer. For more information about this and other roles: www.nicolawealth.com/careers.
It is our priority to remove barriers to provide equal access to employment. Should you require reasonable accommodation during the recruitment process please contact us at [email protected] and we will work with you to meet your needs. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Nicola Wealth policies.
Thank you for your interest in a career with Nicola Wealth!
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